See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,583 | $80,717-33.6% | $154,803-65.4% | $84,808-36.8% |
| Participation rate | 57.1% | 66.8%-9.7pp | 78.1%-20.9pp | 68.3%-11.2pp |
| Annual return | 15.97% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $770 | $2,761-72.1% | $4,305-82.1% | $2,631-70.7% |
| Participant deferral / active EE | $2,012 | $3,303-39.1% | $5,540-63.7% | $4,212-52.2% |
| Admin fee / account holder | $12,638 | $6,746+87.3% | $14,329-11.8% | $7,344+72.1% |